If you are looking to search for your client based on their phone number, health card ID, etc, you are now able to do so on the search box in Roster contact list.
1. Log into your account.
2. Navigate to the Roster tab.
3. You are now able to search for any field that is available on the Roster Profile tab such as: name, email, phone number, Health Card ID, etc. Please note that the default fields are Name, Phone number and Email. If you have any custom fields, it would be different than this example. Please refer to this article for more information about custom Roster field.
If Chester's Health Card ID is 12345, I can now search for "12345" in the search box and this contact as well as other contact which has "12345" in their profile will show up.
If you have any further questions, please do not hesitate to contact Technical Support at email@example.com or 1 888 687 9288 ext 1.